Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $216.63M

Positions: 2

Period: 2021-12-31

Filed: 2022-02-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

Dalal Street, LLC Q4 2021 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $216.63M across 2 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$169.89M·SRG$46.74M

1 increased1 reduced1 exits

Holdings Heatmap

MU78.4% · $169.89M+15.5%SRG21.6% · $46.74M-25.6%

Top 2 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

MICRON TECHNOLOGY INC

$169.89M

+15.5%

Largest Reductions1

SRG

SERITAGE GROWTH PPTYS

$46.74M

-25.6%

Exits1

BABA

ALIBABA GROUP HLDG LTD

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$169.89M	1,823,812	78.42%	+15.5%
2	SRGSERITAGE GROWTH PPTYS	$46.74M	3,522,118	21.58%	-25.6%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
MUMICRON TECHNOLOGY INC	$169.89M	1,823,812	+244.7K	+15.5%

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